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Vertiv
VRT

760 hedge funds and large institutions have $25.2B invested in Vertiv in 2024 Q1 according to their latest regulatory filings, with 244 funds opening new positions, 239 increasing their positions, 233 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

314% more first-time investments, than exits

New positions opened: 244 | Existing positions closed: 59

66% more call options, than puts

Call options by funds: $1.13B | Put options by funds: $679M

62% more funds holding in top 10

Funds holding in top 10: 37 → 60 (+23)

50% more capital invested

Capital invested by funds: $16.7B → $25.2B (+$8.44B)

30% more funds holding

Funds holding: 583 → 760 (+177)

3% more repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 233

10.47% less ownership

Funds ownership: 91.2% → 80.73% (-10%)

Holders
760
Holders Change
+177
Holders Change %
+30.36%
% of All Funds
10.95%
Holding in Top 10
60
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+62.16%
% of All Funds
0.86%
New
244
Increased
239
Reduced
233
Closed
59
Calls
$1.13B
Puts
$679M
Net Calls
+$450M
Net Calls Change
+$3.58M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$287M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$226M
3
TA
Trivest Advisors
Hong Kong
+$141M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$111M
5
CHP
Castle Hook Partners
New York
+$105M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$863M
2
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$597M
3
PEA
Platinum Equity Advisors
California
-$382M
4
Coatue Management
Coatue Management
New York
-$287M
5
Morgan Stanley
Morgan Stanley
New York
-$219M
Name Holding Trade Value Shares
Change 		Change in
Stake
LOIM
601
Liberty One Investment Management
Illinois
$254K +$195K +3,105 New
SC
602
Steph & Co
Wisconsin
$253K -$157K -2,502 -45%
CC
603
Chicago Capital
Illinois
$253K +$195K +3,101 New
PAM
604
Pinpoint Asset Management
Hong Kong
$251K -$121K -1,927 -39%
GWP
605
Gen-Wealth Partners
Michigan
$251K +$193K +3,072 New
PRS
606
Pinkerton Retirement Specialists
Idaho
$248K +$191K +3,041 New
AIG
607
American International Group
New York
$248K -$126 -2 -0.1%
PWM
608
Prosperity Wealth Management
California
$248K +$191K +3,039 New
SPIA
609
Steward Partners Investment Advisory
New York
$245K -$1.08M -17,252 -85%
CA
610
CoreCap Advisors
Michigan
$245K +$189K +3,005 New
AP
611
Americana Partners
Texas
$239K +$184K +2,923 New
FA
612
FDx Advisors
Illinois
$238K +$183K +2,920 New
OL
613
Optas LLC
Texas
$235K +$181K +2,883 New
KPF
614
K2 Principal Fund
Ontario, Canada
$235K +$181K +2,875 New
BPA
615
Beacon Pointe Advisors
California
$232K +$178K +2,837 New
CGH
616
Crossmark Global Holdings
Texas
$231K +$178K +2,831 New
VT
617
Vise Technologies
New York
$230K +$177K +2,822 New
Parallax Volatility Advisers
618
Parallax Volatility Advisers
California
$226K +$174K +2,765 New
KPWS
619
Kestra Private Wealth Services
Texas
$225K +$173K +2,757 New
ORG
620
Optimist Retirement Group
Washington
$224K +$172K +2,745 New
CWA
621
CM Wealth Advisors
Ohio
$223K +$148K +2,350 New
ISL
622
Ingalls & Snyder LLC
New York
$223K -$162K -2,571 -48%
GFS
623
GYL Financial Synergies
Connecticut
$223K +$172K +2,730 New
ACM
624
Arlington Capital Management
Illinois
$222K +$171K +2,719 New
MLL
625
Moody Lynn & Lieberson
Massachusetts
$220K -$97.4K -1,550 -37%
23 24
25
26 27

VRT Hedge Fund Activity: Q1 2024 in Review

760 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vertiv (VRT) for Q1 2024, worth a combined $25.2B — up 50% from $16.7B a quarter earlier.

Buyers outnumbered sellers: 244 funds opened new VRT positions and 59 closed out — a net gain of 185 holders — while 239 added to existing stakes and 233 trimmed.

The largest buyer was BlackRock, adding an estimated $287M. The largest seller was Fidelity Investments, cutting an estimated $863M.

  • 760 institutional investors held Vertiv (VRT) as of Q1 2024, up from 583 in Q4 2023.
  • Funds reported $25.2B of Vertiv stock for Q1 2024, up 50% quarter-over-quarter.
  • 244 funds opened new Vertiv positions in Q1 2024 and 59 closed out, a net change of +185 holders.
  • The largest Vertiv buyer in Q1 2024 was BlackRock, an estimated $287M added.
  • The largest Vertiv seller in Q1 2024 was Fidelity Investments, an estimated $863M sold.

Based on aggregated 13F filings for Q1 2024.